Capasso Planning Partners LLC Ishares Tr Transaction History

Capasso Planning Partners LLC

$236 Million
Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 2,957 shares of IEFA stock, worth $226,240. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,957

Previous 7,162 58.71%

Holding current value

$226,240

Previous $558,000 62.9%

% of portfolio

0.09%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$70.06 - $77.43 $294,602 - $325,593	-4,205 Reduced 58.71%	2,957 $207,000
Q3 2024 Dec 02, 2024	BUY	$70.09 - $78.74 $110,812 - $124,487	1,581 Added 28.33%	7,162 $558,000
Q2 2024 Dec 02, 2024	SELL	$70.77 - $76.19 $212 - $228	-3 Reduced 0.05%	5,581 $405,000
Q1 2024 Apr 23, 2024	BUY	$68.14 - $74.43 $204 - $223	3 Added 0.05%	5,584 $414,000
Q4 2023 Jan 26, 2024	SELL	$61.3 - $70.47 $14,221 - $16,349	-232 Reduced 3.99%	5,581 $392,000
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $768 - $834	12 Added 0.21%	5,813 $374,000
Q2 2023 Aug 10, 2023	BUY	$66.03 - $69.1 $5,216 - $5,458	79 Added 1.38%	5,801 $391,000
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $46,434 - $56,457	-887 Reduced 13.42%	5,722 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $345,782 - $417,027	6,609 New	6,609 $348,000

Others Institutions Holding IEFA

# of Institutions

2,143

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Capasso Planning Partners LLC Ishares Tr Transaction History